GFG

Goldstone Financial Group Portfolio holdings

AUM $845M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.65M
3
+$1.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$908K
2
+$812K
3
+$634K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$611K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$457K

Sector Composition

1 Technology 2.59%
2 Financials 2.25%
3 Consumer Staples 1.24%
4 Consumer Discretionary 1.08%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.12%
2,959
-224
102
$516K 0.12%
3,907
+316
103
$492K 0.11%
1,344
+30
104
$491K 0.11%
37,254
+8,446
105
$488K 0.11%
25,302
+5,494
106
$480K 0.11%
2,339
+77
107
$466K 0.11%
15,653
+5,005
108
$450K 0.1%
11,869
+2,161
109
$444K 0.1%
1,706
+31
110
$430K 0.1%
3,517
+129
111
$421K 0.1%
2,667
+118
112
$408K 0.09%
23,180
-9
113
$402K 0.09%
4,469
+140
114
$384K 0.09%
2,524
+57
115
$373K 0.09%
4,656
+98
116
$363K 0.08%
7,269
+455
117
$362K 0.08%
3,087
+88
118
$356K 0.08%
5,630
+175
119
$330K 0.08%
7,862
+273
120
$329K 0.08%
6,636
+185
121
$329K 0.08%
3,496
+196
122
$320K 0.07%
4,322
+181
123
$316K 0.07%
3,263
+1,005
124
$316K 0.07%
7,216
125
$310K 0.07%
7,015
-108
3 4
5
6 7